Invite and manage members
Invite each colleague with an individual address and promptly remove access that is no longer needed.
Updated
In short
Members access the organization through a verified personal identity. In Settings and Members, invite the exact work address and follow its state. An existing active user joins quickly; a new user must verify email before membership appears. Remove a member as soon as they should no longer see accounts, tasks, or communications.
Expected result
The list matches authorized people and every pending invitation serves a current need.
Before you start
- Confirm the address and access need with the person.
- Never share one mailbox among several Billabex users.
Procedure
- Open Settings > Members and review existing members and invitations.
- Enter the new member’s exact work address and send the invitation.
- Ask them to open it with the same address and verify their email.
- Refresh after a short delay to confirm they appear as a member.
- Cancel obsolete invitations and remove members who no longer need access.
What Billabex does
Membership belongs to the organization and is finalized after user verification. An asynchronous update can create a brief delay after activation.
If the result is not what you expected
- For an invitation sent to the wrong address, cancel it and create another.
- A link opened under another session requires switching users before continuing.
- After someone leaves, also review external connections or consents they administered.